investing

Oppenheimer

Founded in 1950, Oppenheimer and Co. Inc. provides a wide range of financial planning services including investment banking, wealth and asset management and trust planning and administration. Oppenheimer is a member of the SIPC, and the company's individual client services are geared toward very affluent clients. Oppenheimer and Co. also serve small businesses, corporations and institutions.

Headquartered in New York City, Oppenheimer operates branch locations in 23 states and the District of Columbia. The company divides its services into four different groups:

  • Wealth Management.
  • Oppenheimer Asset Management.
  • Oppenheimer Trust Company.
  • Capital Markets.

Planning the future of finances with Oppenheimer

From helping clients create savings and investing plans for retirement to helping clients plan for educational expenses with 529 college savings plans and Coverdell ESAs, Oppenheimer provides consulting services to help its clients determine when to begin saving, how much to save and how to find tax breaks while saving for the future.

Trusts with Oppenheimer

As one of the financial company’s areas of expertise, Oppenheimer helps clients establish and administer a wide range of trusts including:

  • Living.
  • Testamentary.
  • Charitable.
  • Life insurance.
  • Special needs.

Recent growth at Oppenheimer

In 2008, Oppenheimer bought the U.S. investment banking and equity and debt capital market groups from the Canadian Imperial Bank of Commerce, commonly known as CIBC.

The Oppenheimer & Co. Inc. corporate headquarters are located here:

85 Broad Street
New York, NY 10004

To reach the corporate office, customers can call the company's toll-free number at (800) 221-5588.

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